$UUUU

Energy Fuels, a Canadian mining company, faces opposition from Indigenous groups in the U.S. and Madagascar. Navajo and Havasupai tribes protest uranium transport and mining near the Grand Canyon, while Malagasy groups allege human rights abuses tied to the company's rare earth mineral project. Energy Fuels acquired the project in 2024 and plans to extract over a million tons of material, including monazite, to be processed at its Utah mill.

Energy Fuels (TSX: EFR, NYSE: UUUU) has qualified terbium oxide for a major Japanese magnet manufacturer, adding to earlier qualifications. The company amended its $1.9B deal for VAC, adding a purchase price adjustment tied to a customer dispute. Energy Fuels reported $996M in working capital as of June 30. The Department of War's FORTRESS America program aims to bolster supply-chain resilience, though it does not specify materials or companies.

NuScale Power (SMR) fell 7% to $6.04, Energy Fuels (UUUU) dropped 9% to $8.43, and Oklo (OKLO) slid 5% to $30.11 as 10-year Treasury yields rose to 5.26%. The Global X Uranium ETF (URA) declined 4%, outpacing the broader market's 0.8% drop. Rising yields impact long-duration assets like nuclear developers, affecting both valuation and project financing costs.

Energy Fuels (UUUU) dropped 9.7% to a 52-week low of $8.36 after announcing a $500M equity program and amended merger deal. The company filed a prospectus supplement to sell additional common shares under an at-the-market program.

ENERGY FUELS INC (UUUU) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. Energy Fuels Inc. (the "Company") has filed a prospectus supplement (the "ATM Prospectus Supplement") to its effective U.S. registration statement on Form S-3 (File No. 333-278193) (the "Registration Statement") in connection with its Controlled Equity Off

Energy Fuels amended its merger agreement with VAC to address a customer dispute, potential settlements, and purchase price adjustments. The changes aim to protect Energy Fuels from adverse outcomes and streamline final pricing. The amendment was signed and effective on October 13, 2026, and will remain in effect until the acquisition closes.

ENERGY FUELS INC (UUUU) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Report of Independent Auditors To the Management of Ara VAC IE Aggregator, LP Opinion We have audited the accompanying consolidated financial statements of Ara VAC IE Aggregator, LP and its subsidiaries (the "Company"), which comprise the consolidated statement of financial posit

The U.S. is investing heavily to reduce reliance on China for critical minerals. The government has backed over 180 projects, including loans and equity stakes, totaling $7.6B in 18 months. MP Materials, Lithium Americas, and Energy Fuels are among the beneficiaries. China still dominates, but market share losses are projected by 2030.

The ALPS Electrification Infrastructure ETF (ELFY) rebalanced its holdings, adding X-Energy and Core Natural Resources, and removing five companies, including NuScale Power and Plug Power. Forgent Power Solutions became the top holding. ELFY has returned 12.3% YTD and focuses on electrification, including data center infrastructure, positioning it as an AI trend ETF.

Energy Fuels (UUUU) and MP Materials (MP) are U.S. rare earth and uranium producers expanding their operations. UUUU reported Q2 2026 revenue of $25.1M, up 496% YoY, and expects 1.5-2M lbs of uranium sales. MP reported Q2 2026 revenue of $108.5M, up 89% YoY, and is scaling production. Both companies are investing in rare earth processing and magnet manufacturing.